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MADE - ETF AI Analysis

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MADE

iShares U.S. Manufacturing ETF (MADE)

Rating:72Outperform
Price Target:
MADE, the iShares U.S. Manufacturing ETF, earns a solid overall rating largely because many of its biggest holdings—like Parker Hannifin, Amphenol, Honeywell, and Vertiv—show strong financial performance, positive earnings call commentary, and strategic growth initiatives that support long-term potential. Some holdings such as Deere, Cummins, and General Motors face challenges like high leverage, slower revenue growth, or financial stability concerns, which slightly weigh on the fund’s rating, and investors should also note valuation risks across several key positions.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Industrial Holdings
Many of the largest positions, such as Honeywell, Deere, Amphenol, Caterpillar, and Cummins, have delivered strong year-to-date results, helping support the fund’s overall performance.
Focused Exposure to U.S. Manufacturing
With almost all assets in U.S. companies and a heavy tilt toward industrials, the fund offers a targeted way to invest in the U.S. manufacturing theme.
Negative Factors
High Sector Concentration
A large majority of the portfolio is in the industrials sector, which increases the risk if manufacturing-related industries face a downturn.
Limited Geographic Diversification
Nearly all holdings are U.S.-based, so the ETF offers little protection if the U.S. market or economy weakens.
Mixed Performance Among Top Holdings
While most major positions are performing well, some holdings like General Motors have been weak year to date, which can drag on overall returns.

MADE vs. SPDR S&P 500 ETF (SPY)

MADE Summary

The iShares U.S. Manufacturing ETF (MADE) follows the S&P U.S. Manufacturing Select Index, focusing on American companies that make physical products like machinery, engines, aerospace parts, and cars. It holds well-known names such as Caterpillar and General Motors, along with many other industrial and tech-related manufacturers. Someone might invest in this ETF to benefit from potential growth and a rebound in U.S. manufacturing, while getting diversification across many companies instead of picking single stocks. A key risk is that it is heavily tied to the industrial sector, so it can rise or fall sharply with changes in the economy and manufacturing demand.
How much will it cost me?The iShares U.S. Manufacturing ETF (MADE) has an expense ratio of 0.4%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is a sector-specific ETF, which often requires more active management compared to broad-market index funds. However, it offers targeted exposure to the U.S. manufacturing industry, making it a specialized investment option.
What would affect this ETF?The MADE ETF could benefit from increased investment in U.S. manufacturing due to technological advancements and government initiatives supporting domestic production. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies, and global economic slowdowns that could reduce demand for manufactured goods. Its focus on industrials and exposure to companies like Deere and Honeywell make it sensitive to changes in economic conditions and sector-specific trends.

MADE Top 10 Holdings

MADE is firmly hitched to the U.S. industrial engine, with big machinery names like Caterpillar and Deere setting the tone. Both have been solid longer-term contributors but have lost a bit of steam recently, which has taken some shine off the fund. Vertiv is the standout, rising on strong demand tied to data centers and power infrastructure, giving the ETF a helpful boost. Honeywell and Eaton are steadier hands, keeping performance on track. With all major holdings U.S.-based and industrial-heavy, this is a concentrated bet on American manufacturing’s next chapter.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eaton4.24%$2.00M$143.11B46.66%
75
Outperform
Caterpillar4.14%$1.96M$337.07B164.45%
76
Outperform
Deere4.02%$1.90M$155.58B39.47%
66
Neutral
Honeywell International3.93%$1.86M$142.29B22.41%
77
Outperform
Vertiv Holdings3.92%$1.86M$100.36B317.01%
77
Outperform
Amphenol3.87%$1.83M$157.81B113.72%
78
Outperform
Cummins3.84%$1.82M$76.93B108.44%
72
Outperform
Parker Hannifin3.62%$1.71M$115.23B73.74%
79
Outperform
General Motors3.50%$1.66M$65.77B71.28%
73
Outperform
RTX3.41%$1.62M$265.67B64.30%
74
Outperform

MADE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.83
Negative
100DMA
33.18
Positive
200DMA
30.79
Positive
Market Momentum
MACD
-0.34
Negative
RSI
48.46
Neutral
STOCH
68.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MADE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.79, equal to the 50-day MA of 34.83, and equal to the 200-day MA of 30.79, indicating a neutral trend. The MACD of -0.34 indicates Negative momentum. The RSI at 48.46 is Neutral, neither overbought nor oversold. The STOCH value of 68.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MADE.

MADE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$48.65M0.40%
72
Outperform
$97.83M0.50%
55
Neutral
$27.31M
67
Neutral
$8.41M0.65%
68
Neutral
$7.70M1.00%
69
Neutral
$1.31M0.58%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MADE
iShares U.S. Manufacturing ETF
33.89
12.43
57.92%
RIET
Hoya Capital High Dividend Yield ETF
GCAD
Gabelli Commercial Aerospace & Defense ETF
TSSD
Truth Social American Security & Defense ETF
HVAC
AdvisorShares HVAC and Industrials ETF
MAKX
ProShares S&P Kensho Smart Factories ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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